Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

RFI Global

rfi.global

Research, news and mediaAdvisers and services

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
1,841 of 2,219
its rank by overall score
Place in its category
65th of 73 research and media companies
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for RFI Global

AI assistants do not name this research or media company in any of the 60 answers, but they do name Celent in some of the same answers. It has an overall score of 25 out of 100, ranking 1,841st of 2,219 companies. Its website passes 6 of 14 technical checks for readiness for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned RFI Global by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 149th of 346 in its sector. The typical advisory or services firm is named in 0.0% of answers.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its peers.

Overall score
25Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality67
  • AI readiness43
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
of the mentions of it and its 5 peers
AI readiness
6/14
technical checks passed. Typical for its sector: 4
Rank in its sector
253 of 346
by overall score, where the typical advisory or services firm scores 27

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Line itemsSection 01

Every question, and where the company came up

RFI Global came up on 0 of 15 questions. Open any window to read that answer.

  1. 01Typical pricing models for financial services market research in the United States?0/4
  2. 02What are the best market research providers focused on financial services in the US?0/4
  3. 03How much should a mid-size US bank budget annually for custom financial services insights?0/4
  4. 04How to ensure accuracy and relevance of external market research for financial institutions?0/4
  5. 05Where can financial institutions access reliable industry benchmarks and trend reports?0/4
  6. 06What are alternatives to purchasing external market research for banking industry leaders?0/4
  7. 07What are common issues when using third-party insights in banking strategy and how can they be addressed?0/4
  8. 08How does market research for retail banking compare with market research for investment banking?0/4
  9. 09Who offers tailored data-driven insights for banks and credit unions in America?0/4
  10. 10How do industry-specific research providers compare to general market research firms for financial sector needs?0/4
  11. 11What should banks consider before investing in third-party industry intelligence?0/4
  12. 12Difference between syndicated and custom research for financial services?0/4
  13. 13Is specialized financial services research worth the higher cost compared to general research?0/4
  14. 14What are practical ways credit unions use market research to improve customer experience?0/4
  15. 15How can banks leverage market intelligence to drive digital transformation?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All assistants: 0/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Gemini actually said

The company is not named in this answer

Geminidid not name the company

“What are the best market research providers focused on financial services in the US?”

Identifying the "best" market research providers depends on specific needs, such as the size of the project, desired specialization, and budget. However, several highly-regarded firms focus on financial services in the US:

Full-service Market Research Firms with Financial Expertise:

Bellomy Market Intelligence: A full-service market research firm with over 45 years of experience, Bellomy is recognized for its engaged collaboration, expert guidance, and advanced technology. Their financial services team offers expertise in B2B, B2C, FinTech, and insurance, with solutions including …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Named instead

CompanyTimes named
  1. 01
    Celent
    4

Share of mentions

CompanyShare
  1. Celent
    45.5%
  2. Greenwich Coalition (Coalition Greenwich)
    27.3%
  3. J.D. Power Financial Services
    18.2%
  4. Aite-Novarica Group
    9.1%
  5. RFI Global
    0.0%
  6. Mercator Advisory Group
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    sisinternational.com
    6
  2. 02
    driveresearch.com
    6
  3. 03
    alkami.com
    5
  4. 04
    federalreserve.gov
    5
  5. 05
    visbanking.com
    4
  6. 06
    daloopa.com
    4
  7. 07
    greenbook.org
    4
  8. 08
    linkedin.com
    4
  9. 09
    tgmresearch.com
    3
  10. 10
    pollfish.com
    3

RFI Global is in the study as a research or media company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Claude
0/15
Gemini
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 06

How RFI Global compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
0

How often AI assistants name the company, and how that compares with its peers

Citations
0

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
67

How well built the website's own pages are

AI readiness
43

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with advisory and services firms

346 companies in this sector. The gold tick on each bar is the typical company.

Overall score
25
Ranks 253 of 346. Typical company: 27
Named in answers
0.0%
Ranks 149 of 346. Typical company: 0.0%
AI readiness
43
Ranks 13 of 346. Typical company: 29
Against its categorySection 08

Compared with research and media companies

73 companies in this category. The gold tick on each bar is the typical company.

Overall score
25
Ranks 60 of 73. Typical company: 31
Named in answers
0.0%
Ranks 49 of 73. Typical company: 3.3%
AI readiness
43
Ranks 3 of 73. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Can an AI agent check out here?

Not by itself. RFI Global publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtPublished
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
77 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPassed

    An XML sitemap listing the pages, ideally referenced from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
100 of 100
  • Markdown negotiationPassed

    Requests sent with Accept: text/markdown receive a markdown version of the page.

    study: 6.2%
  • llms.txtPassed

    An llms.txt that tells language models what the site offers.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 47 of 100 · 97% of checks could run · checked on October 9, 2026 · rfi.global · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

6 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • PassedHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • PassedMarkdown content negotiationstudy: 7.4%
  • Passedllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotallowed
  • ClaudeBotallowed
  • Anthropic-AIallowed
  • Google-Extendedallowed
  • Applebot-Extendedallowed
  • Meta-ExternalAgentallowed
  • FacebookBotallowed
  • Bytespiderallowed
  • CCBotallowed
  • Diffbotallowed
  • Omgilibotallowed

AI search

  • OAI-SearchBotallowed
  • Claude-SearchBotallowed
  • PerplexityBotallowed
  • Applebotallowed
  • Amazonbotallowed
  • YouBotallowed

Answering questions

  • ChatGPT-Userallowed
  • Claude-Userallowed
  • Perplexity-Userallowed
  • DuckAssistBotallowed
  • MistralAI-Userallowed

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

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End of statement
All 2,219 companiesHow we measured this
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